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Disclosery

APUE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE US (fund)

52 managers (54 13F filers) reported a position in APUE shares at 2025-12-31, 56,048,981 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
52
13F filers
54
New
4
Added
20
Reduced
21
Sold out
7
Shares held by filers
56,048,981

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding49,358,783$2.06B+2,012,177Timeline
LPL Financial LLC2,172,424$90.5M0.02%-205,66713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,317,150$54.9M+125,976Timeline
MML INVESTORS SERVICES, LLC788,836$32.9M0.08%+108,77613F-HRTimeline
B. Riley Wealth Advisors, Inc.449,076$18.7M0.88%+43,56213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.436,700$18.2M0.03%-10,49213F-HRTimelineGroup
&PARTNERS400,563$16.7M0.09%+172,46813F-HRTimeline
Cetera Investment Advisers293,431$12.2M0.01%+57,17413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management180,907$7.54M0.25%+13,62513F-HRTimelineGroup
World Investment Advisors93,557$3.9M0.06%+37,96313F-HR/ATimeline
WEDBUSH SECURITIES INC81,204$3.38M0.1%-54513F-HRTimeline
Mariner, LLCin group Mariner, LLC59,663$2.49M<0.01%-15,00113F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,856$1.66M<0.01%+3,33113F-HRTimeline
Financial Sense Advisors, Inc.37,639$1.57M0.29%+87113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,553$1.48M<0.01%+14,50213F-HRTimelineGroup
NewEdge Advisors, LLC29,221$1.22M<0.01%+27,52513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,600$942K<0.01%-197,04513F-HRTimeline
Sigma Planning Corp20,991$875K0.02%+1,83513F-HRTimeline
Modern Wealth Management, LLC19,759$823K0.02%-6,68813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,874$786K<0.01%-35,98613F-HRTimelineGroup
Merit Financial Group, LLC15,719$655K0.01%-1,16513F-HRTimeline
Capital Asset Managemnet, LLC14,896$621K0.69%13F-HRTimeline
Allworth Financial LP14,460$603K<0.01%-90913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,290$554K<0.01%+7,91113F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,481$520K0.17%+2,58213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,807$492K<0.01%-30013F-HR/ATimelineGroup
COURIER CAPITAL LLC10,666$444K0.02%013F-HRTimeline
FSA WEALTH PARTNERS, INC.10,523$438K0.16%+4,62013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,696$404K<0.01%+3,70413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,510$404K0.02%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,795$325K0.01%-5113F-HRTimeline
HRT FINANCIAL LP6,554$273K<0.01%-1,08513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,117$255K0.01%+43013F-HRTimelineGroup
Spinnaker Investment Group, LLC5,952$248K0.04%-4413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,252$219K0.08%-11413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,139$214K<0.01%-6,29013F-HRTimelineGroup
MGO ONE SEVEN LLC5,045$210K<0.01%-43513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,865$203K<0.01%new13F-HRTimelineGroup
Guidance Point Advisors, LLC4,811$200K0.05%-22413F-HRTimeline
Pinnacle Bancorp, Inc.4,368$182K0.05%013F-HRTimeline
Pioneer Family Office, LLC4,045$169K0.11%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,942$123K<0.01%-84213F-HRTimelineGroup
Smartleaf Asset Management LLC2,142$89.9K<0.01%new13F-HRTimeline
Investors Research Corp1,152$48K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,038$43.3K<0.01%013F-HRTimelineGroup
Wellington Grp LLC697$29K0.01%13F-HR/ATimeline
IFP Advisors, Inc667$27.8K<0.01%-89513F-HRTimeline
Signature Resources Capital Management,…200$8.33K<0.01%new13F-HRTimeline
ORG Partners LLC144$6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG84$3.5K<0.01%-91513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…79$3.29K<0.01%-7413F-HRTimelineGroup
Signature Equity Partners, LLC58$2.44K<0.01%13F-HRTimeline